Relationship Banking Specialist I

California Bank of Commerce•Walnut Creek, CA

8d•$24 - $31•Onsite

About The Position

JOB SUMMARY: Provide AMAZING customer experience to all branch clients, assisting them with new account requests, account servicing and transactional needs. Promote and cross-sell bank products and services, provide support to other Branch and Department team members as needed to perform other duties and functions as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide AMAZING customer experience to all branch clients. Maintain comprehensive knowledge of the bank’s products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals. Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer’s satisfaction. Participate in daily supervision activities of the branch as assigned, including the following: Approve higher dollar amount client transactions Complete daily report checklist for operational activities Independently complete the review and or callback of branch activities including new accounts opened and branch certifications Able to perform all transactions necessary to meet customer needs, including opening new accounts and all teller functions: Client transaction processing Debit card ordering and servicing Online banking setup and servicing (as applicable) Printed check orders Branch cash ordering and shipping (as applicable) Branch Certifications (as assigned) Stop payments Holds Reg. E Claims Safe Deposit Box opening, closing and servicing (as assigned) Demonstrated proficiency and understanding of all compliance regulations in support of opening new accounts, proper account titling and ownership, to mitigate risk to the bank: Bank Secrecy Act Customer Information Program Beneficial Ownership Office of Foreign Asset Control Trust Account documentation Fiduciary Account documentation Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits. Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations. Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations. Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required. Ensure the office is operating in a safe and effective manner. Reliable and regular attendance on the job. Other duties as assigned.

Requirements

Computer skills to include use of Microsoft Office products and other programs as required.
Strong mathematical ability.
Strong analytical skills.
Excellent oral and written communication skills.
Outstanding interpersonal skills.
Effective time management and organizational skills.
Attention to detail and follow through.
Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback.
Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base.
Thorough understanding of banking rules and regulations especially BSA.
Ability to count cash accurately.
High school diploma or GED equivalent required.
One to three years branch banking experience preferred.

Responsibilities

Provide AMAZING customer experience to all branch clients.
Maintain comprehensive knowledge of the bank’s products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals.
Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer’s satisfaction.
Participate in daily supervision activities of the branch as assigned
Approve higher dollar amount client transactions
Complete daily report checklist for operational activities
Independently complete the review and or callback of branch activities including new accounts opened and branch certifications
Able to perform all transactions necessary to meet customer needs, including opening new accounts and all teller functions
Client transaction processing
Debit card ordering and servicing
Online banking setup and servicing (as applicable)
Printed check orders
Branch cash ordering and shipping (as applicable)
Branch Certifications (as assigned)
Stop payments
Holds
Reg. E Claims
Safe Deposit Box opening, closing and servicing (as assigned)
Demonstrated proficiency and understanding of all compliance regulations in support of opening new accounts, proper account titling and ownership, to mitigate risk to the bank
Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits.
Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations.
Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations.
Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required.
Ensure the office is operating in a safe and effective manner.
Reliable and regular attendance on the job.
Other duties as assigned.